Episode 154

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Published on:

27th Jun 2022

Aligning Values and Investments with Laura LaTourette, CFP® and Ramona Maior, CFP®

Welcome back to the Minority Money Podcast! Continuing our celebration of Pride Month, I’ve invited over Laura LaTourette(she/her) and Ramona Maior(she/her) of Family Wealth Management Group. In this episode, we’ll dive right into how companies like the Rainbow Network and Onyx try to make sure that the industry remains progressive as they cater to clients who align their values with their investments!

While Pride Month comes to an end, the fight for diversity, equality, and inclusion is still far from over. As minorities and members of the LGBTQ+ that continue to face discrimination across societies and industries, we must band together as a community, uplift one another, and fight for our space in the world - especially in these particularly tumultuous times.

Highlights:

>> Why we need organizations like the Rainbow Network

>> Reception from the LGBTQ+ community

>> What diversity and inclusion mean to Ramona and Laura

>> Mental health and money

>> Ramona and Laura’s thoughts on ESG

>> What inspires Ramona and Laura to grow and lead 

Connect with Laura and Ramona:

>> Website: https://www.familywmg.com/ 

>> Website: https://www.cfp.net/ 

>> Twitter: https://twitter.com/LauraLaTourette

>> Twitter: https://twitter.com/RamonaCFP

>> LinkedIn: https://www.linkedin.com/in/llatourette/

>> LinkedIn: https://www.linkedin.com/in/ramona-maior/


If you loved this episode, you have to listen to these episodes as well: 

>> Episode 153: Happy Juneteenth and Father's Day 2022!

>> Episode 131: Creating Change Through Representation with Ana Trujillo Limón

>> Episode 86: Building Dreams through Business with Hope Newsome

 

 I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv), Spotify (https://spoti.fi/3jParH0), Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS 👉 (https://bit.ly/3l18yWQ) with a friend.

 

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Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://bit.ly/3jO4cmF) 

Want to chat with a fee-only financial planner? Shoot me an email at emlen@minoritymoneypodcast.com  Can't wait to meet you.

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About the Podcast

Minority Money
Changing the Complexion of Wealth
The Minority Money Podcast is about finance, family, fitness/health, and education and how all of these things affect your overall wealth.

About your host

Profile picture for Emlen Miles-Mattingly

Emlen Miles-Mattingly

Emlen Miles-Mattingly is the CEO and founder of Gen Next Wealth. He spends much of his waking day striving to bring more value to the table for his clients, with the goal of helping them align their money with their values. Ultimately working with clients to make a lifetime of smart decisions with their resources.
With nearly 19 years of experience in the financial services industry, he decided to leave the large corporations and start his own independent firm. It is his passion to keep the client's best interest in mind when making recommendations. Everyday Emlen wakes up knowing he has an opportunity to learn something new and is excited to share what he has discovered with people in need of it. He has a bachelor’s in business administration and is currently enrolled in coursework to obtain the CERTIFIED FINANCIAL PLANNER designation.
Emlen was born and raised in the small town of Madera, CA this is also where the firm is located. He is married to Maricela and they have 4 children Jada, Mia, Emlen II, and Ecella. We have a very active life, we enjoy working out, hiking, craft beer and escaping to the coast whenever possible.